Kate Clark from Cypress Capital based in Tallahassee, FL, announced that she has been named by LPL Financial (LPL) as a new member of the LPL Ambassador Council. Kate is one of 60 members selected from among more than 20,000 LPL advisors and institution leaders nationwide into one of three councils designated by the members’ affiliation with LPL. The LPL Ambassador Council vision is to deepen relationships with a diverse cross-section of highly dedicated financial professionals. In bringing together these earnest, respected individuals, LPL creates a well-informed, extended advocate community. The Ambassador Council program provides a formal opportunity for advisors and institution leaders to stay closely connected to LPL’s strategic roadmap and key executives, and to share their experience, feedback, and support with peers by affiliation type.
Council members serve a multi-year term and attend a series of in-person meetings during their tenure. They also contribute through year-round ad hoc participation supporting LPL communications, events and initiatives, and by connecting with their LPL colleagues on an ongoing basis to ensure their perspectives are brought forward.
About Cypress Capital
Cypress Capital is a Wealth Management and Financial & Insurance Services Firm. Founded in 2018, we seek to help individuals and small business owners with their Personal Capital, Corporate Capital and Human Capital. Whether it’s personally or professionally, finances and risk management are at the core of your well-being and have a profound psychological ripple effect in every aspect of your life. Our mission is simple: Empowering you to feel emotionally, mentally and physically confident and comfortable because you have sound knowledge of your current situation and are therefore better prepared for all of life’s tomorrows.
We empower our clients to make educated decisions regarding their wealth. Our multifaceted approach to wealth management helps our clients better understand all of the options they are facing.
As fiduciaries, we are steadfast stewards that see our role as more than just managing assets. We sit on the same side as our clients and help them build a plan for the future. A plan to help them pursue their goals and live the life they have always imagined they would.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Cypress Capital and LPL Financial are separate entities.
